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Business / Other Tools / eMoney for Outlook 2.1
eMoney for Outlook 2.1
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eMoney for Outlook 2.1 Description
In today’s busy environment, you need client data that not only integrates but integrates with how you work. As an advisor, your day usually starts and ends with your email and calendar.
In today’s busy environment, you need client data that not only integrates but integrates with how you work. As an advisor, your day usually starts and ends with your email and calendar. Now you can access your important eMoney client data, right in Outlook. No more clicking through to multiple programs to get answers. The information you need to provide exceptional service is right there for you.
OS: Windows
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